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3,954 jobs found
27.08.2025
WF
Wells Fargo Estate Officer - Fiduciary Specialist United States, California, San Diego
Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound...
Participate in low to moderately complex lifecycle support initiatives and identify opportunity for process improvements within Securities Operations. Review and analyze basic or tactical functional operational tasks or challenges that...
Deliver high standards of client service while ensuring all internal risk and external compliance standards and requirements are fully met. Gather evidence of customer profile via documentary or non-documentary means...
Work with a team of fiduciary professionals to administer a book of philanthropic fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are...
Provide support to internal and external customers in complex initiatives relating to collection portfolios data to reduce delinquency and restructuring of loans within the Loan Workout functional area. Evaluate risk...
Devote yourself to ensuring customer satisfaction. Deal with customer complaints in a sensible manner by showing empathy and a pleasant attitude to show our commitment to excellent customer service and...
Assist in lifecycle support for corporate and institutional trade flow. Have direct responsibility in global FX account opening and maintenance functions. Lead or participate in moderately complex initiatives and deliverables....
Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound...
Are you passionate about organization? Do you thrive while working with data entry, billings, and accounts? Being part of the tech industry, Expoint is looking for an experienced Collection Specialist to join our team.
As a Collection Specialist at Expoint, you’ll be taking initiatives in the world of finance and accounts, responsible for collection and reconciliation of payment accounts. You’ll be working with clients and internal teams to effectively resolve all issues related to payments and collections, with a goal of achieving greater customer satisfaction. You will also be responsible for generating and modifying reports, helping to identify and address areas of risk.
Your attention to detail and eye for accuracy is key, as you’ll be working with a high volume of invoices and payments. Working knowledge of spreadsheets and other data entry tools will help you succeed in this role. You’ll possess a business-oriented attitude and be highly analytical, understanding the numbers and their implications in the bigger picture.
Your ability to multi-task and prioritize tasks within a high-pressure environment will help you succeed in this role. Eager problem solvers, with excellent communication and customer service skills should apply today!
As part of the Expoint team, you’ll be part of a multi-cultural community working at the majestic city of Barcelona. So, if you’re ready to take on a new challenge, don’t hesitate to apply now and become part of the family!